06/07/2017
Turns out investors do want robo-advice … and the personal touch too
Wealth management calls for a best-of-both communications model.
Wealth & Asset Management
06/07/2017
When Robos Go Bad
Tom Baker, professor at the University of Pennsylvania Law School, says robo advisors are not immune from conflicts of interest.
06/07/2017
BankThink Robo-advisers must do more than help millennials build wealth
An automated adviser would need much more information than robo-advisory services typically collect during their account opening questionnaires.
06/06/2017
CreditEase Wealth Management Expanded in Singapore
The new office opening was hosted by CreditEase Founder and CEO Ning Tang, CreditEase senior executives, distinguished guests from Blackstone, KKR and Tishman Speyers and other strategic partners.
06/06/2017
Wealth firms ‘unprepared’ for game-changing data regulation
Most wealth managers are unaware of the need to prepare for game-changing new data protection rules coming into force in less than a year’s time according to two industry consultants.
06/05/2017
Sound the Alarm: Robots Are Disrupting (Far Too Few) Jobs
This counterintuitive reality is critically important for policymakers and the public to understand.
06/02/2017
UBS: Juerg Zeltner Is Set to Complete IT Project
IT was the biggest cost factor apart from the bank’s staff. The integration of the basic infrastructure generated an enormous advantage in terms of costs, Zeltner said.
06/02/2017
Would you take financial advice from a robot at your bank?
It added that customers will be given their costs in a pounds and pence figure.
06/02/2017
Digital with a human touch
This person, being accustomed to how quickly we can access information in today’s world, also expects to access the information immediately without logging into various systems
06/01/2017
InvestCloud wins deal with South African wealth manager
Anchor Private Clients will also be able to use the InvestCloud Digital Warehouse.
06/01/2017
HSBC to offer robo-advice for investors
The Online Investment Advice product is not yet available, as it is still in development.
06/01/2017
Cash Is Dead, Long Live Cash
The march toward a cashless society, it seems, is unstoppable. Young people especially, as well as the better off and better educated, are increasingly at ease paying by card or mobile phone.
06/01/2017
Wealth Managers' Big Data projects often fail due to poorly planned implementation strategies
Financial providers have looked for ways to leverage the power of Big Data by implementing new digital ecosystems intended to take advantage of increased data volume.
05/31/2017
Banking On Wealth Tech
Several banks and global wealth management firms have made co-investments in wealth tech.
05/31/2017
Danske Bank launches IT security initiative
These are some of the results of a large new survey of IT habits among the populations in the four Nordic countries.
05/31/2017
Banking On Fintech: Where Incumbents Are Making Investments In Wealth Tech
Top firms are making bets in wealth tech including Goldman Sachs, JP Morgan Chase, Blackrock, and others.
05/31/2017
Citi Private Bank Issues New White Paper Family Offices and Cybersecurity
The Family Office Group Addresses Family Offices as Cyberattack Targets, Areas of Risk and Best Practices for Cybercrime Prevention
05/30/2017
Rise of the technophobe - education key to tech adoption, says HSBC
The HSBC research report, Trust in Technology, shows that technologies such as fingerprint recognition, voice recognition and robo-advice hold enormous potential for uses from bank security to mobile payments and investment advice, yet millions of people
05/30/2017
Vanguard to seize wealth management industry with its digital platform
Vanguard Personal Advisor Services has quietly amassed over $65 billion in assets under management in two short years
05/29/2017
Goal-based Investments in the Digital ERA
User experience is either satisfying and pleasant. Supporting goal-based investment processes: done.